Hi all! Tori here, I’m excited to announce that our Customized Quote Template feature is finally live to all Sale Hub Pro and Enterprise customers.
What does this mean?
Sales Hub Pro and Enterprise customers can harness the power of our CRM, CMS, and Payments to create personalized digital quoting experiences for their customers using Customized Quotes.
What features does this include?
Add/remove/changing text, images, videos, links, files etc on a template
Set default terms that won’t be editable in the quote wizard
Add/remove columns to the line item table (including images!)
Show/hide modules of the template
Add personalization tokens to templates
Show/hide total, subtotal, and additional fee sections
Update colors and fonts using theme settings
Associate a custom domain with a template
Set language and locale on the custom quote template
This feature allows sales reps to:
Select a custom quote template when creating a quote
Worry less about adding stock content to every quote (like terms) and additional settings like language and locale
Add custom terms and comments in addition to the default terms that have been added to the custom quote template
This feature allows developers to:
(requires CMS Starter or above or Marketing Hub Pro or above)
Leverage familiar CMS building blocks and languages such as themes, templates, modules, and hubL to create quote templates
Package quote templates in a theme alongside website, landing page, and blog templates
Create quote templates for proposals, quotes, contracts, and invoices.
How can you access it?
Super admins can create custom quote templates in settings > objects > quotes.
What’s next for custom quotes
You all have been fabulous at providing feedback on this feature. Coming soon:
More default quote templates to help you get started
Quote reporting
CRM Quote API Create and Update functionality
A new quote interface to view and manage quote details
Thank you all for your patience and feedback throughout this process. We appreciate it!
My name is Tori and I am the Product Manager taking ownership of our quotes tool. I’m writing to let you know that the custom quotes no-code editor is now officially in open beta!
What does this mean?
Beta participants no longer need access to our CMS Hub (starter and above) or Marketing Hub (pro and above) to create custom quotes. Now Sales Hub Pro and above users will be able to leverage our no-code template editor to create custom quote templates.
What features does this include?
This beta allows user to:
- Add/remove/changing text, images, videos, links, files etc on a template
- Add/remove columns to the line item table (including images!)
- Show/hide modules of the template
- Add personalization tokens to templates
- Show/hide total, subtotal, and additional fee sections
- Update colors and fonts - Associate a domain with a template
How can you access it?
You can now request beta access by contacting your customer success manager. If you are unsure of who your CSM is, please contact customersuccessteam@hubspot.com.
We are so excited to finally open this tool to you all and we hope to continue to work with you all to make it even better.
FYI @ehulstein it's taken us longer than I'd like, but we're making progress on the no-code editor. If you'd like, I'm looking for folks to bug test the customizable versions of Modern and Original. If you're interested, send me a DM.
Hey folks - Ethan Kopit here, the product manager of HubSpot Quotes. I wanted to drop in to give you some updates. We're continuing to make headway on custom quote templates and over the next several months, you should see some serious changes coming your way. We will be bring a no-code editor into beta that allows users to...
- Add/remove/changing text, images, videos, links, files etc on a template
- Add/remove columns to the line item table (including images!)
- Show/hide sections of the template
- Add personalization tokens to templates
- Show/hide total, subtotal, and additional fee sections
^^ all of the above (and more) is possible today if you'd like to custom code your own template, it's just the no-code editor that isn't quite ready for general beta yet. I'll make an announcement here when the no-code editor is available for beta. If you'd like to write custom code and/or create templates from scratch, reach out to your customer success manager and they can get you into the beta.
I appreciate your enthusiasm and your patience. I can't wait to deliver these features to you. But, we're taking to time to make sure that Quotes is stable and bug free (including the custom template features) so we can set you up for success. Stay tuned!
@ZMeggyesi we're just putting the finishing touches on the editable version of "Modern" (first of the three standard templates). So, you're welcome to try that out. Contact your CSM and they can help get you into the beta.
I wanted to post a two-part update. We're really excited to keep moving this feature forward.
First, for those that are looking to custom quote templates without doing and coding - we hear you! We're actually quite close to releasing an editor that will allow you to change text, images, show/hide sections, etc. for quotes. Currently, we're re-building our standard quote templates (Modern, Basic, Original) so that they can be customized using that editor. We'll also be releasing many more templates in the coming months. Stay tuned!
Second, for the folks who are using the CMS to code custom templates - we have important news! We're making some changes to quote templates and your action is required. The short version is that we're making some tweaks to templates that will not only make templates easier to build, but will allow them to be connected to the quote template editor I mentioned above (as well as a host of other exciting features). If you have templates, you'll need to make some changes to them to continue using them. These are the changes my message below was alluding to. You can read the full announcement, as well as directions to documentation, on my blog post here: https://community.hubspot.com/t5/Custom-Quote-Template-Beta/It-s-time-The-next-phase-of-the-custom-quotes-beta-Action/ba-p/432864
Thanks for sticking with us - and please continue to participate in our beta and giving us feedback.
Hey folks - Ethan here (the Product Manager of HubSpot Quotes), I wanted to provide an update to those of you that are currently using HubSpot CMS to create custom quote templates. Hundreds of people are creating custom templates and we greatly appreciate the feedback as we make the features even better.
As we have collected feedback, we have realized that some of the features that will make these templates even more powerful, flexible, and easier to use will require that we make some changes to the underlying schema of these templates in the future. So, if you want to take advantage of new features coming dowmn the pipe, you should be prepared to make some changes to your templates. We'll do our best to make the required changes as minimal as possible.
To be clear: you do not need to take any action at this time.
Your templates will continue to work as expected. However, you should expect to have to make some updates in Q1/Q2. We wanted to give you a heads up as soon as possible. I will update you as soon as we know exactly what changes you'll need to make in order to take advantage of new features. In the meantime, just keep an eye on this thread.
Thank you for working with us - I'm excited to keep making these features even better.
Hey folks - I was wondering how everyone is creating quote templates today. For those not exclusively using HubSpot quote templates, can I ask you two questions?
1. Did you build your quote/proposal template from scratch? Or did you use a pre-made template?
2. What is the solution you're currently using to build quote/proposal templates when you're not using the default HubSpot quote templates?
Hey team - my name is Ethan Kopit and I'm the new Product Manager of HubSpot Quotes. The beta of our quote/proposal customization tools is now available. If you'd like to try it out, contact your Customer Success Manager and they'll help you get access.
Whether you've had a chance to use the new quotes customization features or not, we're actively seeking feedback on how to make Quotes better. If you'd like to give us some feedback, fill out this form: https://forms.gle/46ionti6Z1uEcTut8. If you're interested in being interviewed by myself and the CPQ Designer, Nate, leave your email at the end of the form.
Thank you so much for your support and, as always, thank you for the feedback!
Our beta for Sales + Marketing/CMS Pro+ customers is presently underway. This functionality allows your developers to customize the HTML/CSS of the Quote templates to pixel perfection. If you meet this criteria for the beta, please shoot me a message with your hub ID. We will get you access as soon as possible - at this time we are onboarding a limited number of customers at a time.
Regarding the above feedback - we are indeed planning and building iterations that do not require coding knowledge. We agree this is an important part of enabling customization of quotes!
@QDagault@finn - regarding the packaging of this, totally understand! The requirement is intended to only be a restriction during this beta process.. Initially, our template customization for Quotes uses the power of the CMS and Design Manager, which are presently not features available in Sales Hub. We are working and planning around having customization solutions that are available to users with only Sales, too. Thanks in advance while we work through this beta! 🙂
Being able to have custom several quote templates available would allow us to do the work to build a quote once then quickly customize for the prospect or client before sending out.
After using the products and quotes and enetually replacing it with our traditional way, I faced some limits which I think are pretty usefull to include in this module:
Defualt settings: There are certain settings that we have to apply everytime and I wish I could set them as default, such as Contact Owner. In some cases all the quotes need to be sent by a legal representative of a company and can't be sent under the name of a sales rep or inside sales figure. The other is the language. We are in italy and it bothers me that everytime I have to change to the language of the quote to Italian.
Ability to format the change section titles: This regards mainly being able to change the title of the sections such as "Comments" to "Executive Summary". The other place I wish to be able to format is the product description by having a rich text editor where I can style the text, add images, links, videos etc.
Calculations: This part is the most annoying in my point of view. When you set a monthly or quarterly reccuring product/service and you set the contract term to 1 year I wish to be able to get a total amout of the whole thing for 1 year instead of getting recurring and one time subtotals. And even sometimes I need to indicate the total amount and decide with the client on the payment terms such as X% upfront and the rest on various reccuring basis.
Drafting and sharable preview: This happened to me several times that I created the quote and missed something, or made a typo, or even I needed to share it with the client before publishing the final version or above all share with my team or superiors to approve and check. But unfortunately it is not possible to draf the quotes and I can't share a preview.
I have to do two quotes because they pay an initial fee up front and a monthly fee. The fees are not related and paid seperatly, so it's weird that it adds the future recurring monthly fee to the current initial fee. It gives me a figure which is meaningless. I would love for it to total the fixed fees and then give a seperate total for the recurring fees without adding the two together.
Yes, absolute deal breaker for our sales team. Give us a blank page and the features in say the marketing email editor to start. I would even take a section in the design manager area if that is less work.
Wish list:
More flexibility for users to make custom quote template(s). We also need to be able to save multiple templates for different product lines like HubSpot curently offers different templates for the e-mail or landing page templates. Maybe this is a more back of the house admin feature for design manager.
Insert media like images, video or a PDF at can be pulled from the files section, or uploaded or video embed.
Examples: Adding testimonial copy with image. product catalog page with specifications. User care documents.
Incert contact, company and deal property tokens like in marketing e-mails
Example: adding company address for bill to/ ship to lines.
Add that view HTML source code feature too for faster formatting.
The addition of quotes in HubSpot was something I really wanted for quiet a while. However in its current form it's very basic. I propose the following features.
1) ability to hide line item pricing and only give a sub total, tax, total once at the bottom.
2) Ability to attach HubSpot documents to a product. I would use this to attach brochures to each product. Then when I built a quote using those products the brochures would automatically be included as HubSpot document links so that I could view it's interactions.
3) Set a tax level in settings which automatically adds on at the end of the quote. I'm in Australia and we have a flat 10% Goods and Services Tax (GST).
4) A way to hide the margin when creating a quote. Our sales reps would like to be able to take an iPad to a customers house and build the quote in front of them. At the moment they would need to hide it from the customer until the quote is finished. If they could select a Field Quote button instead of Quote button for example when building the quote while in the field and that hid the margin then it would be a much better experience for both our reps and customers.
5) Create terms of sale snippets. Currently the length limitations for snippets stops a terms of sale from being added. Sometimes we have legal reasons for having a lot of text. For example when we need to outline our inclusions and exclusions. It would be nice if we could add them as snippets. Or if we could add them to the company/contact. For example we would have standard terms of sale for all of our builders. Standard terms of sale for all of our different deal types for residential customers etc.
6) Add a quote category to the Select idea category. Or Sales or something that actually links to quotes. I feel like this is going to be a needle in a haystack. How do I know other people haven't had the same ideas and didn't know what to label it with so selected unrelated labels. I know you have products and quotes but if you enter quote or quotes it does not show up. You have to enter products and quotes.
Agreed! We'd like to be a ble to edit the properties that are on this quote pretty extensively, so that it can accurately reflect our current quoting format. Without certain fields like the customer number which we generate here, there's no sense in using these quotes, as we'll still have to create a second quote which captures all of the information which is relevant to us.
Sending a quote out is very important in securing business. Therefore it must look professional and currently the Hubspot template looks very basic with design layout errors. When you download a pdf version, it always seems to print on two pages for a simple quote because the headings are too big and the elements are badly placed.
This needs to be revised in order for our company to feel confident it represents us.
As part of the sales package, the quote section was very important. But without being able to customise the template to include details such as Terms & Conditions, payment options (confirming quote to order) and the look to work with our company branding, the existing option is useless. It means our sales reps have to work between several systems instead of being able to utilise Hubspot which isn't ideal and adds extra time and admin tasks. I hope the Hubspot team take this on board and make available a customisable quote template.
We're currently using Google Docs with templates to build our quotes/proposals. We then attach a PDF and email the client. Works but isn't ideal. Very happy that we have Products and Quotes in HubSpot but it is in need of a lot of work. It's just too plain currently.
It would be very cool if HubSpot could have a document creator with boilerplate sections that could be added/built easily. Maybe the products/quotes could be hacked together to make this happen?
If we created products that were Cover Letter, Welcome Paragraph, Invoicing Schedule, Team, Testimonials, Etc. we could add them to the Quote. It wouldn't be pretty and not used as intended...but...may work until we get an update to Quotes.
I found a fundamental feature missing from the quotes feature.
We need the ability for the customer who is signing, to confirm some basic information that will be updated in hubspot and subsequently in Stripe. Such as Company name, delivery address, etc...
I was at a HUG meeting where a Hubspoter was presenting. I mentioned this to her after the presentation and she said HubSpot does have plans to push resources towards the quoting/ products futures in Sales Hub. I know we are all looking for the coveted status change to 'In Development'. We just need to keep upvoting so they see it is a priority for many users.
We have different levels of pricing for various reasons (international, direct and distributor pricing). Is there a way to customize fields in HubSpot to reflect discounts in quotes?
I have noticed there zero flexibility in formatting the appearance of the quote. Any suggestions? I did check sites like https://www.paycove.io/. I don’t want to spend more money.
I have reviewed several of the integration options for customized quotes. We just need a simpler, easy quote. Hoping you might can give some suggestions. Thanks so much!!!
